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$95.7K

$128K

How much do finra series 66 jobs pay per year?

As of Aug 7, 2026, the average yearly pay for finra series 66 in the United States is $95,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $110,500.00 per year, depending on experience, location, and employer.

What is a Finra Series 66?

A FINRA Series 66 job typically refers to a role in financial advising or investment management that requires the Series 66 license. This license, issued by the North American Securities Administrators Association (NASAA) and administered by FINRA, allows professionals to act as both securities agents and investment advisor representatives. Common roles include financial advisors, wealth managers, and investment consultants. To obtain the license, candidates must pass the Series 66 exam and also hold the Series 7 license.

What jobs can I get with a Finra Series 66 license?

A Finra Series 66 license qualifies individuals for roles such as financial advisor, investment consultant, or securities agent. These positions involve providing financial planning, investment advice, and selling securities, often requiring knowledge of compliance and client management. The license is typically combined with other certifications like the Series 7 for broader responsibilities.

What types of career paths can I pursue after obtaining my Series 66 license?

With a Series 66 license, you are qualified to work as an investment advisor representative or securities agent, allowing you to provide comprehensive investment advice and manage client portfolios. Many professionals use this as a stepping stone into roles such as financial advisor, wealth manager, or portfolio analyst, with opportunities to specialize based on your interests and additional certifications. You’ll often work on a team with other advisors, compliance professionals, and client service staff, gaining collaborative experience and industry exposure. Career advancement can come from building a strong client base, developing niche expertise, or progressing into leadership and management positions within a financial services firm.

What are the key skills and qualifications needed to thrive in the Finra Series 66 position, and why are they important?

To thrive in a role requiring the FINRA Series 66 license, you need a solid understanding of investment products, financial regulations, and client portfolio management, often supported by a relevant bachelor's degree and other FINRA or state securities licenses. Familiarity with financial planning software, CRM platforms, and compliance monitoring systems is important, as is maintaining current licensure through continuing education. Strong interpersonal communication, attention to detail, and ethical judgment are essential soft skills for building trust and providing tailored advice. These skills and qualifications are crucial for serving clients effectively, adhering to regulatory standards, and driving success in a competitive financial advisory environment.

More about Finra Series 66 jobs
What are the most commonly searched types of Finra Series 66 jobs? The most popular types of Finra Series 66 jobs are:
What job categories do people searching Finra Series 66 jobs look for? The top searched job categories for Finra Series 66 jobs are:
Finra Series 66 jobs near you
Infographic showing various Finra Series 66 job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $95,687 per year, or $46 per hour.

Associate Financial Planner - Series 7 and Series 66 licenses

Talent Search PRO

Caldwell, ID • On-site

$70K - $75K/yr

Full-time

Re-posted 28 days ago

Job description

Associate Financial Planner
What's In It For You?
• Competitive salary: $70,000-$75,000
• Clear career growth path with increasing responsibilities and client exposure
• Opportunity to earn Series 7 and 66 licenses if not already obtained
• Work closely with experienced Financial Planners and Advisors
• Exposure to high-net-worth client relationships and comprehensive financial planning
• Collaborative and supportive team environment
• Opportunity to participate in client meetings and investment management activities
• Long-term career development within a growing wealth management practice
What You Will Be Doing
• Prepare for client meetings by gathering data, creating agendas, and producing planning materials
• Maintain accurate client information within financial planning and CRM systems
• Coordinate post-meeting follow-up activities and client communications
• Assist with financial planning analysis and implementation activities
• Support account opening, transfers, and ongoing account maintenance
• Assist with portfolio reviews, trading, and account rebalancing activities
• Communicate professionally with clients, advisors, attorneys, CPAs, and other partners
• Monitor client financial situations and identify items requiring advisor attention
• Help manage team workflows and ensure timely completion of client requests
• Participate in client review meetings and gradually assume greater client-facing responsibilities
• Identify opportunities to improve processes and enhance the client experience
What You Will Need
• FINRA Series 7 and Series 66 licenses, or ability to obtain both within 12 months of hire
• 1-2 years of experience in wealth management, financial planning, investment advisory, banking, or financial services preferred
• Bachelor's degree preferred
• Strong analytical, financial, and problem-solving skills
• Excellent verbal and written communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong client service mindset and professional demeanor
• Ability to work independently while collaborating effectively with advisors and support staff
Nice to Have
• Experience working with high-net-worth clients
• Experience with financial planning software and CRM systems
• CFP® designation or progress toward obtaining CFP® certification
• Experience with investment account trading and portfolio management support
• Previous experience in a Registered Investment Advisor (RIA), broker-dealer, or wealth management firm

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